See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,323 | $27,641-73.5% | $61,373-88.1% | $68,494-89.3% |
| Participation rate | 2.4% | 39.5%-37.1pp | 52.6%-50.2pp | 67.9%-65.5pp |
| Annual return | -22.37% | -13.24%-9.1pp | 338.61%-361.0pp | -7.84%-14.5pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $55 | $1,263-95.7% | $2,125-97.4% | $4,027-98.6% |
| Admin fee / account holder | $2,933 | $2,010+45.9% | $2,130+37.7% | $5,403-45.7% |